David Brandolph is a CFP-designated registered investment advisor at David B. Brandolph, J.d., CFP, based in Fairfax, VA, with 32 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 1.00% |
| $400K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees may be reduced in special circumstances to avoid hardship to the client.
Fee Estimator
Location
Fairfax, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
David is a communications consultant for nonprofit organizations, providing writing and editing services since July 2019. He dedicates about a quarter of his time to this activity, which may include all securities trading hours in a given day.
Employment History
Current Registrations
David B. Brandolph, J.d., CFP
State Registrations1 state
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